Donna serves as Senior Relationship Manager at Orgel Wealth Management and leads the Firm’s comprehensive financial planning team. Donna provides investment portfolio management and personalized financial and tax planning services to our clients. She has over 38 years of experience in financial, retirement, estate, college saving and tax planning. Prior to joining Orgel Wealth Management, Donna served as a senior wealth advisor for a national wealth advisory firm and as a tax manager. Donna earned her Bachelor of Business Administration degree in accounting from the University of Wisconsin – Eau Claire, graduating with honors. She holds a CERTIFIED FINANCIAL PLANNER™ certification and the